Insightful Accountant is hosting their last Future Forward virtual conference of the year on December 5-6, and I’m delighted to be presenting an exciting topic that resonates with the theme of Niches, Trends, and Predictions for 2024.
I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms. This round will comprise 2 days, 9 speakers, and 11 topics as we share our knowledge, strategies and tactics. If you’re focused on launching, transforming, or growing your business — this is for you. Plus, it’s free if you attend live ($25 fee for the recording, which is totally worth it, as they’re able to subsidize the education without your having to sit through vendor commercial plugs).
My session will be held on Day 2 December 6th at 3:30 pm Eastern, and is called “The Confluence of Bookkeeping, Tax, and Advisory: How to Thrive in the New Accounting Landscape“. It was written with two groups in mind — bookkeepers and tax preparers, both running their own practices — who are getting all sorts of pressure to expand into advisory services. It’s about the trend toward co-firming and other ways to work together in order to serve the clients better, add value/charge more, and develop professional relationships that will bring you more business.
I recently attended QuickBooks Connect, and it got me all riled up (again) about the confluence we’re seeing between CPA firms moving into Client Accounting & Advisory Services (CAAS) and bookkeeping firms moving into advisory services… two previously distinct worlds starting to converge. I feel like the bookkeeping and accounting practices are often dancing technology circles around tax firms — and yet CPAs still look down on them as if they were data entry robots.
It’s time to start communicating with each other!
Bookkeepers –> learn how to “speak tax” with CPAs. Own your spot at the table.
CPAs/EAs –> bookkeepers are your friends! They have the personal relationships and tech know-how that you lack!
Let’s talk about co-firming as one of the accounting trends of 2024.
1. Discover how the scope at CPA and bookkeeping firms is starting to overlap and converge, and why that’s a good thing for you and your clients.
2. Identify the potential challenges and opportunities that this new accounting landscape brings, and how to turn them to your advantage.
3. Apply strategies and techniques to partner across or within firms, to update your accounting practice and stay ahead of the curve.
Join Insightful Accountant and me at Future Forward on December 6th as we talk about what this landscape can look like.
But it’s not just me! There’s an amazing lineup of speakers and sessions:
Day 1 – Dec 5
- Checking in with QuickBooks Checking + Envelopes with Alicia Katz Pollock with Royalwise Solutions, Inc.
- Strategies For Niching Success with Kellie Parks from Calmwaters Cloud Accounting
- Niche to an Ideal Client Roster with Debra Kilsheimer from Profit Creator
- Firm of the Future: Unlocking the Power of the Vertical Niche with Gregg Bossen – Creator/President of QuickBooks® Made Easy™
Day 2 – Dec 6
- 5 Strategies to Maximize Firm Success Through Onboarding Mastery and Strategic Outsourcing with Vanessa Vasquez from QuickBooks en Espanol
- Automate Tax Season with AI with Christine Gervais from Epiphany Group
- Grow Your Practice with Highly Profitable Reporting for Multi-Entity Clients with Charles Nagel from Qvinci and William Murphy from Insightful Accountant
- The Confluence of Bookkeeping, Tax, and Advisory: How to Thrive in the New Accounting Landscape with Nancy McClelland from the Dancing Accountant
The live event is free, the recordings will be made available for a nominal fee. Just click on this link to sign up.
See you there!
